Wolverine Trading
DLN icon

Wolverine Trading’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Wolverine Trading’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-9,600
Closed -$396K – 4678
2020
Q1 		$396K Buy
+9,600
New +$470K ﹤0.01% 2913

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wolverine Trading's DLN Position: Q3 2021 in Review

Wolverine Trading sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2021, closing a stake of 3,848 shares — an estimated $231K sold.

Wolverine Trading first reported a position in DLN in Q2 2017 and held it in 4 quarters. The position peaked at $520K in Q2 2017. 265 funds tracked by Wall St. Rank hold DLN as of Q3 2021.

  • Wolverine Trading reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Wolverine Trading sold 3,848 WisdomTree US LargeCap Dividend Fund shares in Q3 2021, an estimated $231K.
  • Wolverine Trading first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2017 and held it in 4 quarters.
  • Wolverine Trading's WisdomTree US LargeCap Dividend Fund position peaked at $520K in Q2 2017.
  • 265 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2021.

Based on Wolverine Trading's 13F filing for Q3 2021, filed 12 Nov 2021.